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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,039 | $198,461-86.4% | $170,436-84.1% | $147,585-81.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.73% | 257.30%-243.6pp | 205.94%-192.2pp | 578.57%-564.8pp |
| Employer contribution / active EE | $3,349 | $6,184-45.8% | $5,433-38.4% | $4,876-31.3% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |